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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 P. O. BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $18,185 |
EQUITABLE ADVISORS LLC5 years Service code 55 1290 AVENUE OF THE AMERICAS · NEW YORK, NY 10104 | Other Commissions | $13,101 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,711 |
CRAY KAISER LTD4 years Filed as: CRAY KAISER LTD. Service code 99 1901 S. MEYERS ROAD · OAKBROOK TERRACE, IL 60181 | Other Fees | $8,100 |
ASCENSUS LLC1 year Filed as: SCP RETIREMENT SERVICES LLC Service code 13 | Contract Administrator | $4,616 |
Service code 13 | Contract Administrator | $4,476 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,487 | $59,448+35.4% | $93,696-14.1% | $74,459+8.1% |
| Participation rate | 63.7% | 59.6%+4.1pp | 68.7%-5.0pp | 67.2%-3.5pp |
| Annual return | 13.01% | 82.11%-69.1pp | 133.74%-120.7pp | 1369.70%-1356.7pp |
| Employer contribution / active EE | $670 | $1,266-47.1% | $2,422-72.4% | $2,626-74.5% |
| Participant deferral / active EE | $2,354 | $3,052-22.9% | $4,417-46.7% | $4,350-45.9% |
| Admin fee / account holder | $338 | $3,027-88.8% | $8,287-95.9% | $1,945-82.6% |